Instructor
Account Executive for Aon, offering a full suite of services to Financial Professionals.
Fort Washington, Pennsylvania, United States
Summary
Experienced Consultant with a demonstrated history of working in the financial services industry. Strong consulting professional skilled
in Business Relationship Management, Business Development, Insurance, Professional Liability, and Customer Service.
Experience
Aon - 24 years 7 months
Senior Business Development - April 1998 - Present (24 years 7 months)
Working with Professional Liability Coverage for clients, managed through the AICPA Insurance Programs.
Account Executive - April 1998 - Present (24 years 7 months)
Education
Rutgers University - Camden - Business Management · (1990 - 1992)
St Joseph's Prep High School Alumni - (1983 - 1987)
Instructor
Chief Innovation Officer at Bergstein CPA, Author, Blogger, Speaker, Educator, Advisor to CPA Firms, Pickleball Player
Orlando, Florida, United States
David is a Digital Evangelist and Catalyst for Change. He helps accounting firms grow their Client Accounting & Advisory Services practices. The future of accounting is all about real time information.
A graduate of CUNY Baruch College, and LIU C.W. Post, he has held high-level positions at the Top 3 accounting software providers. He is also an adjunct college professor. Additionally, he has been an IRS Chief and member of their speaker's bureau.
Blogging, as well as being active on both LinkedIn and Twitter, Avalara named him to their Accounting Top 100 Social Media Leaderboard for 2018. David is adding Video Webinars and Podcasting to his line-up for 2020.
Accounting Today listed him as one of their Top 100 Most Influential People in both 2015 and 2017. Additionally, in 2018, Val Steed, CEO at K2 Enterprises, LLC, added him to his Top 15 Accounting Technology Executives of all time.
David received the "Brand Ambassador" award from Enterprise Worldwide in 2012. Also, in 2011, he was the recipient of the “On the Edge” Innovation Award from the Leading Edge Alliance, which recognizes industry leaders for their vision and significant contributions to the accounting profession.
He is the Past Chair of the FICPA’s Technical Committee and is an AICPA CPA Ambassador. He is on the BDO Alliance’s Partner’s Advisory Council. In the past, he has served on the AICPA Top Tech Technology Team.
David continues to blog and podcast while maintaining an CPA practice, teaching adjunct at Valencia College, attending speaking engagements and being active with the FICPA.
Instructor
Laura Jansen is the VP of Sales for the Capital Area Core Market. She has been with ADP for over 15 years with 11 spent leading teams of HCM consultants servicing both accounting firms and their clients.
Instructor
Ashley Doyen - Manager, CAS Firm Strategy, CPA.com
Ashley is passionate about helping firms transform their client advisory services (CAS) practice. Having worked in the accounting profession for 12+ years, Ashley uses her experience to advise hundreds of firms on how to build and optimize CAS. As Manager of CAS Firm Strategy, she takes a holistic approach by focusing on a framework that includes people, processes, and technology to achieve standardization that ultimately creates capacity for firms to become the most Trusted Value Officer to their clients.
Join the MACPA and our Preferred Provider Partners for presentations on the hottest topics that impact you.
Please note - materials for this event will be provided electronically ONLY. Please feel free to bring your own device to view the materials. We recommend that you download them prior to the event date rather than onsite.
None
Laura Jansen is the VP of Sales for the Capital Area Core Market. She has been with ADP for over 15 years with 11 spent leading teams of HCM consultants servicing both accounting firms and their clients.
Trying to keep up with changing federal, state, and local requirements that affect the way your clients hire, pay, and provide benefits to your employees? Are your clients wondering whether they have the right policies and procedures in place to protect their business and their staff?
ADP® analyzed calls to the ADP HR HelpDesk to compile a list of the most common HR compliance questions posed by small business owners.
Join us as we answer some of these frequently asked questions, which include questions related to wage and hour laws, independent contractors, employee benefits, and leave, among others.
Learning Objectives:
Account Executive for Aon, offering a full suite of services to Financial Professionals.
Fort Washington, Pennsylvania, United States
Summary
Experienced Consultant with a demonstrated history of working in the financial services industry. Strong consulting professional skilled
in Business Relationship Management, Business Development, Insurance, Professional Liability, and Customer Service.
Experience
Aon - 24 years 7 months
Senior Business Development - April 1998 - Present (24 years 7 months)
Working with Professional Liability Coverage for clients, managed through the AICPA Insurance Programs.
Account Executive - April 1998 - Present (24 years 7 months)
Education
Rutgers University - Camden - Business Management · (1990 - 1992)
St Joseph's Prep High School Alumni - (1983 - 1987)
In this session, we will share how CPA firms can capitalize on the current market to increase their profits, scope, and size. During our time together, we’ll cover:
• Expanding your Areas of Practice (AOP)
• Some specializations to consider
• Expanding your clientele
• Adding Staff
• Vetting new client and culling clients
• Insurance coverages to support your firm’s growing risk
Walk away with tips and insights to help make the best decisions for your firm to achieve optimal growth.
CPA.com has helped hundreds of firms develop and expand their Client Advisory Services (CAS) practices, and has identified key elements that practices need to address on the CAS journey. Learn what CAS is – and what CAS isn’t – and how to identify the key steps to build and evolve your CAS practice. This session will discuss the milestones along a typical CAS practice journey, and help you prioritize your efforts along the way.
Learning Objectives:
Chief Innovation Officer at Bergstein CPA, Author, Blogger, Speaker, Educator, Advisor to CPA Firms, Pickleball Player
Orlando, Florida, United States
David is a Digital Evangelist and Catalyst for Change. He helps accounting firms grow their Client Accounting & Advisory Services practices. The future of accounting is all about real time information.
A graduate of CUNY Baruch College, and LIU C.W. Post, he has held high-level positions at the Top 3 accounting software providers. He is also an adjunct college professor. Additionally, he has been an IRS Chief and member of their speaker's bureau.
Blogging, as well as being active on both LinkedIn and Twitter, Avalara named him to their Accounting Top 100 Social Media Leaderboard for 2018. David is adding Video Webinars and Podcasting to his line-up for 2020.
Accounting Today listed him as one of their Top 100 Most Influential People in both 2015 and 2017. Additionally, in 2018, Val Steed, CEO at K2 Enterprises, LLC, added him to his Top 15 Accounting Technology Executives of all time.
David received the "Brand Ambassador" award from Enterprise Worldwide in 2012. Also, in 2011, he was the recipient of the “On the Edge” Innovation Award from the Leading Edge Alliance, which recognizes industry leaders for their vision and significant contributions to the accounting profession.
He is the Past Chair of the FICPA’s Technical Committee and is an AICPA CPA Ambassador. He is on the BDO Alliance’s Partner’s Advisory Council. In the past, he has served on the AICPA Top Tech Technology Team.
David continues to blog and podcast while maintaining an CPA practice, teaching adjunct at Valencia College, attending speaking engagements and being active with the FICPA.
The objective of this presentation is to enable the attendees to walk away with what is needed to succeed as an accountant in the future. Attendees will learn what it means to look forward instead of backward and the differences between compliance and advisory services/consulting.
In addition, we will work through a demonstration of ChatGBT and see how it works and how AI affects what we do now and in the future.